Jericho Capital Asset Management’s Trade Desk TTD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-4,067,000	Closed	-$199M	–	30
2025 Q3	$199M	Buy	4,067,000 +1,884,000	+86%	+$120M	2.07%	19
2025 Q2	$157M	Buy	2,183,000 +602,000	+38%	+$38.4M	2.09%	20
2025 Q1	$86.5M	Buy	1,581,000 +243,000	+18%	+$22M	1.57%	21
2024 Q4	$157M	Hold	1,338,000	–	–	2.25%	16
2024 Q3	$147M	Sell	1,338,000 -1,081,355	-45%	-$108M	3.54%	12
2024 Q2	$236M	Hold	2,419,355	–	–	7.11%	5
2024 Q1	$212M	Buy	2,419,355 +100,000	+4%	+$7.58M	5.64%	7
2023 Q4	$167M	Buy	+2,319,355	New	+$170M	5.11%	7
2022 Q4	–	Sell	-1,173,006	Closed	-$70.1M	–	29
2022 Q3	$70.1M	Buy	+1,173,006	New	+$66.7M	4.45%	8
2019 Q2	–	Sell	-1,780,000	Closed	-$35.2M	–	36
2019 Q1	$35.2M	Buy	+1,780,000	New	+$29.2M	1.59%	25